Leonard Joseph Bullaro

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 07/2021
  Equitable Advisors
  Woodbury, NY
• 12/2015 → 07/2021
  Jlf Llc
  Queens, NY
• 11/2017 → 07/2021
  Voro Real Estate
  Great Neck, NY
• 07/2021 → Present
  Fidelity Investments
  Lido Beach, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lido Beach, NY
• 2021-06-29 → 2021-07-22
  Equitable Advisors, Llc
  Melville, NY

Other Businesses

OBA-62430|OrgNmn:Voro Real Estate|Org Addr:Great Neck,New York,US|OBA Nature:NYS licensed realtor|Invst Rel:Y|Title:Independent Contractor|Duties:Licensed NYS realtor|StrtDt:|TotHrs/mon:0.15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Lenny Joseph Bullaro
• Leonard Joseph Bullaro
• Leonard Bullaro